SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF - Propriedade Institucional - Vendedores

SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF
US ˙ ARCA ˙ US78464A3005

Propriedade Institucional e de Fundos - Vendedores

Esta página mostra instituições, fundos e principais acionistas que diminuíram participações ou fecharam suas posições no último período de relatório. Linhas vermelhas indicam posições fechadas. Clique no ícone do link para ver o histórico completo de transações.

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Data do Arquivo Fonte Investidor Tipo Preço Médio
(Est)
Ações Δ Ações
(%)
Valor
Reportado
(US$1000)
Δ Valor
(%)
Aloc. de Portf.
(%)
2026-04-13 13F IFP Advisors, Inc 2,628 -9.88 249 -6.42
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100.00 0 -100.00
2026-05-08 13F McAdam, LLC 55,589 -6.04 5,258 -2.30
2026-05-08 13F Camelot Portfolios, LLC 0 -100.00 0
2026-05-15 13F United Capital Financial Advisers, Llc 11,827 -3.12 1,119 0.72
2026-05-01 13F Associated Banc-corp 2,857 -14.13 270 -10.60
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 13,688 -3.78 1,295 0.00
2026-05-04 13F Redwood Park Advisors LLC 4,719 -4.24 446 -0.45
2026-05-15 13F Citadel Advisors Llc Call 3,200 -11.11 303 -7.65
2026-04-20 13F GSB Wealth Management, LLC 1,029 -2.09 97 2.11
2026-04-21 13F Sensible Money, LLC 19,861 -0.75 1,878 3.19
2026-04-20 13F Longview Financial Advisors LLC 0 -100.00 0
2026-05-07 13F Pacific Sun Financial Corp 22,076 -0.14 2,088 3.83
2026-05-15 13F CI Private Wealth, LLC 41,943 -25.79 3,966 -23.08
2026-05-04 13F Lutz Financial Services LLC 138,450 -3.47 13,095 0.36
2026-05-12 13F Strategic Wealth Partners, Ltd. 0 -100.00 0
2026-04-28 13F Probity Advisors, Inc. 55,958 -1.51 5,293 2.40
2026-05-12 13F IFG Advisory, LLC 0 -100.00 0
2026-05-01 13F Smart Portfolios, LLC 6,187 -0.24 585 3.72
2026-05-14 13F Traction Financial Partners, LLC 4,935 -7.60 467 -3.92
2026-05-15 13F GWM Advisors LLC 9,957 -25.92 114 -90.75
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100.00 0
2026-04-07 13F Farther Finance Advisors, LLC 39,401 -14.92 3,731 -11.46
2026-05-06 13F Deutsche Bank Ag\ 9,997 -1.57 946 2.38
2026-01-30 13F Wagner Wealth Management, Llc 0 -100.00 0
2026-04-08 13F Wealth Advisors Northwest LLC 4,252 -6.92 402 -3.13
2026-05-05 13F Tortoise Investment Management, LLC 32,252 -0.58 3,050 3.35
2026-05-15 13F Wealth Management Nebraska 3,833 -2.81 363 1.12
2026-05-12 13F Creative Planning 354,764 -22.57 33,554 -19.50
2026-05-15 13F Engineers Gate Manager LP 0 -100.00 0
2026-04-28 13F Quent Capital, LLC 10,474 -2.59 991 1.23
2026-05-06 13F Simon Quick Advisors, Llc 19,059 -0.32 1,803 3.62
2026-04-21 13F Financial Consulate, Inc 132 -49.03 12 -47.83
2026-05-18 13F Graney & King, LLC 11,984 -2.99 1,133 0.89
2026-04-24 13F Courage Miller Partners, LLC 17,641 -0.41 1,668 3.54
2026-01-06 13F Advance Capital Management, Inc. 0 -100.00 0
2026-04-07 13F Fragasso Group Inc. 310,080 -2.40 29,603 2.43
2026-05-12 13F Tiaa Trust, National Association 8,956 -94.42 847 -94.20
2026-05-15 13F Advisory Services Network, LLC 9,848 -7.63 931 -3.92
2026-05-01 13F Mutual Advisors, LLC 21,665 -5.92 2,049 -2.15
2026-02-09 13F Koesten, Hirschmann & Crabtree, INC. 0 -100.00 0
2026-02-13 13F/A Texas Permanent School Fund 0 -100.00 0
2026-04-28 13F Winthrop Capital Management, LLC 1,579 -0.75 0
2026-04-29 13F Burney Co/ 8,855 -20.56 838 -17.46
2026-05-11 13F Optimist Retirement Group LLC 137,102 -3.08 12,967 0.77
2026-04-21 13F Red Tortoise LLC 7,992 -2.08 756 1.75
2026-05-12 13F Kingsview Wealth Management, LLC 68,930 -4.44 6,519 -0.66
2026-05-06 13F American Financial & Tax Strategies Inc 11,890 -1.39 1,125 2.55
2026-04-24 13F Root Financial Partners, LLC 6,816 -0.41 645 3.54
2026-05-07 13F Commonwealth Financial Services, LLC 7,702 -6.78 728 -3.06
2026-05-11 13F Salomon & Ludwin, LLC 52,255 -2.13 4,962 -0.12
2026-05-04 13F Mml Investors Services, Llc 45,843 -15.14 4,336 -11.78
2026-04-06 13F Highline Wealth Partners Llc 0 -100.00 0
2026-05-12 13F Bnp Paribas Arbitrage, Sa 3 -93.33 0 -100.00
2026-05-07 13F Northwestern Mutual Wealth Management Co 11,260 -7.64 1,065 -4.06
2026-04-09 13F Kelly Financial Group Llc 12,959 -2.78 1,226 1.07
2026-05-11 13F Cornerstone Planning, LLC 2,700 -2.42 255 1.59
2026-01-30 13F Archer Investment Corp 0 -100.00 0
2026-04-14 13F Austin Wealth Management, LLC 4,382 -6.43 418 -6.49
2026-05-06 13F Hallmark Capital Management Inc 8,472 -4.53 801 -0.74
2026-05-14 13F Captrust Financial Advisors 39,549 -0.53 3,741 3.43
2026-05-12 13F Rsm Us Wealth Management Llc 5,130 -5.04 484 -2.42
2026-04-29 13F Montz Harcus Wealth Management LLC 6,896 -1.36 652 2.68
2026-02-13 13F Glen Eagle Advisors, LLC 0 -100.00 0
2026-02-13 13F Sofos Investments, Inc. 0 -100.00 0
2026-02-09 13F Prospera Financial Services Inc 0 -100.00 0
2026-05-12 13F M&t Bank Corp 9,916 -1.42 938 2.40
2026-05-11 13F/A GFS Advisors, LLC 8,252 -25.69 780 -22.77
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100.00 0
2026-05-14 13F Financial Engines Advisors L.L.C. 1,083,473 -6.64 102,475 -2.94
2026-05-15 13F Ameriprise Financial Inc 596,186 -16.45 56,490 -13.00
2026-05-12 13F Benjamin Edwards Inc 27,294 -3.72 2,583 0.08
2026-01-29 13F Kestra Private Wealth Services, Llc 0 -100.00 0
2026-05-15 13F Richwood Investment Advisors, LLC 4,160 -23.81 393 -28.80
2026-04-13 13F Nvest Wealth Strategies, Inc. 50,231 -1.37 4,751 2.55
2026-05-15 13F LTG Capital LLC 15,647 -0.85 1,480 3.07
2026-04-17 13F Atlas Brown,Inc. 7,895 -1.25 747 2.61
2026-05-15 13F XTX Topco Ltd 15,996 -1.40 1,513 2.51
2026-04-29 13F IAG Wealth Partners, LLC 8,341 -8.94 789 -5.40
2026-05-14 13F Jacobs Equity LLC 3,371 -28.82 350 -18.60
2026-04-17 13F Kennebec Savings Bank 1,219 -2.25 115 1.77
2026-02-13 13F Total Wealth Planning, Llc 2,735 -93.04 249 -92.88
2026-04-16 13F Brookstone Capital Management 24,385 -5.66 2,306 -1.91
2026-04-28 13F Altfest L J & Co Inc 15,510 -34.24 1,467 -31.66
2026-05-06 13F Windward Private Wealth Management Inc. 2,266 -1.56 214 2.39
2026-05-13 13F Financial Synergies Wealth Advisors, Inc. 21,570 -2.73 2,040 1.14
2026-01-21 13F Future Financial Wealth Managment LLC 0 -100.00 0
2026-05-13 13F Calton & Associates, Inc. 51,231 -1.48 4,845 2.43
2026-04-08 13F Melone Private Wealth, LLC 18,539 -8.72 1,753 -5.09
2026-05-08 13F Steward Partners Investment Advisory, Llc 1,461 -44.70 138 -42.50
2026-05-15 13F Beacon Pointe Advisors, LLC 8,746 -3.38 827 0.49
2026-05-13 13F Tobias Financial Advisors, Inc. 3,376 -2.51 319 1.27
2026-04-23 13F Cornerstone Wealth Management, LLC 4,337 -0.12 410 4.06
2026-04-02 13F Collective Family Office Llc 28,030 -1.16 2,651 2.79
2026-04-15 13F Brady Martz Wealth Solutions, LLC 21,681 -0.37 2,051 3.59
2026-04-13 13F LexAurum Advisors, LLC 7,258 -11.04 686 -5.12
2026-05-15 13F Two Sigma Investments, Lp 15,980 -42.21 1,511 -39.92
2026-04-09 13F Park Place Capital Corp 0 -100.00 0
2026-05-04 13F Nwam Llc 89,267 -1.69 8,443 0.69
2026-05-01 13F Seaside Wealth Management, Inc. 5,864 -0.12 555 3.75
2026-04-22 13F Foundation Wealth Management, LLC\PA 22,401 -4.90 2,119 -1.12
2026-05-08 13F Russell Investments Group, Ltd. 95 -15.18 9 -20.00
2026-04-08 13F Inspirion Wealth Advisors, Llc 18,069 -0.65 1,709 3.26
2026-05-11 13F Convergence Financial, LLC 201,126 -4.74 19,124 -0.44
2026-01-05 13F GoalVest Advisory LLC 0 -100.00 0
2026-04-13 13F Creative Financial Designs Inc /adv 1,840 -2.54 174 1.75
2026-05-15 13F Burns Matteson Capital Management, LLC 2,920 -3.95 276 0.00
2026-04-28 13F Core Wealth Advisors, Llc 0 -100.00 0
2026-05-15 13F Citadel Advisors Llc 0 -100.00 0
2026-01-15 13F My Personal CFO, LLC 0 -100.00 0
2026-05-01 13F Wealthspire Advisors, LLC 6,123 -4.61 579 -0.69
2026-04-27 13F Marotta Asset Management 35,663 -16.41 3,377 -13.01
2026-04-23 13F J.w. Cole Advisors, Inc. 9,798 -5.91 927 59.66
2026-04-10 13F Waldron Private Wealth LLC 4,149 -24.89 392 -21.91
2026-04-28 13F Stratos Wealth Partners, LTD. 2,269 -93.81 215 -93.58
2026-05-08 13F Indie Asset Partners, LLC 21,598 -2.21 2,043 1.64
2026-05-12 13F Atlantic Union Bankshares Corp 2,598 -8.46 246 -5.04
2026-04-21 13F Wallace Advisory Group, LLC 2,697 -4.29 255 -0.39
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100.00 0
2026-05-14 13F Tempo Wealth, LLC 3,979 -0.92 376 3.01
2026-01-29 13F RMG Wealth Management LLC 0 -100.00 0
2026-04-08 13F Cambridge Financial Group, LLC 69,786 -15.82 6,600 -9.24
2026-05-15 13F Intelligence Driven Advisers, LLC 3,659 -2.40 346 1.47
2026-05-13 13F Buckingham Strategic Partners 96,522 -1.98 9,129 1.91
2026-05-07 13F Centerpoint Advisors, LLC 1,724 -6.51 0
2026-04-24 13F Livet Wealth, LLC 30,485 -1.02 2,883 2.93
2026-04-27 13F Lodestar Private Asset Management Llc 10,875 -15.03 1,029 -11.68
2026-04-15 13F Signature Estate & Investment Advisors Llc 61,156 -7.57 5,784 -3.90
2026-05-12 13F Werba Rubin Papier Wealth Management 0 -100.00 0
2026-04-17 13F Ambassador Advisors, LLC 2,491 -1.89 236 2.17
2026-01-30 13F Kiker Wealth Management, LLC 0 -100.00 0
2026-05-01 13F Valmark Advisers, Inc. 22,517 -3.11 2,130 0.71
2026-05-13 13F SRS Capital Advisors, Inc. 9,675 -0.84 915 3.16
2026-05-06 13F Modera Wealth Management, LLC 87,966 -5.80 8,320 -2.07
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100.00 0
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 69,224 -9.05 6,538 -5.45
2026-04-28 13F Clear Retirement Advice LLC 8,306 -0.18 786 -4.50
2026-04-15 13F NorthAvenue LLC 2,210 -2.47 209 1.46
2026-04-24 13F ERn Financial, LLC 15,954 -4.77 1,509 -1.05
2026-04-15 13F Paragon Capital Management Ltd 36,043 -0.11 3,409 3.84
2026-04-20 13F Morton Brown Family Wealth, LLC 3,407 -1.30 322 2.55
2026-04-27 13F Carter Financial Group, INC. 8,938 -2.88 845 0.96
2026-04-27 13F Qrg Capital Management, Inc. 8,225 -0.30 778 3.60
2026-05-05 13F Sanctuary Advisors, LLC 18,192 -5.04 1,721 -1.26
2026-05-14 13F Laraway Financial Inc 14,420 -11.58 1,364 -8.09
2026-04-23 13F Petersen Hastings Wealth Advisors Inc. 4,792 -8.95 453 -5.23
2026-05-13 13F Anson Capital, Inc. 4,916 -0.06 465 3.80
2026-04-14 13F Arnold Financial Planning LLC 74,257 -1.09 7,023 2.84
2026-05-14 13F Us Bancorp \de\ 6,224 -3.64 589 0.17
2026-05-13 13F Measured Wealth Private Client Group, LLC 2,194 -3.39 208 0.49
2026-05-15 13F Tradition Wealth Management, LLC 33,317 -0.69 3,151 3.28
2026-04-21 13F Trilogy Capital Inc. 71,596 -1.31 6,772 2.61
2026-04-15 13F Third View Private Wealth, LLC 3,661 -12.00 346 -8.47
2026-04-27 13F Denver Wealth Management, Inc. 5,042 -13.66 477 -10.36
2026-02-06 13F Mjp Associates Inc /adv 0 -100.00 0
2026-04-10 13F Perigon Wealth Management, LLC 17,363 -19.40 1,642 -16.18
2026-05-01 13F Emerald Investment Partners, Llc 66,515 -0.13 6,291 3.85
2026-05-14 13F Financial Advisors Network, Inc. 11,481 -1.09 1,086 2.84
2026-04-29 13F Cary Street Partners Financial Llc 5,496 -0.90 520 2.98
2026-05-11 13F Wrapmanager Inc 0 -100.00 0
2026-05-11 13F OpenArc Corporate Advisory, LLC 218,603 -15.05 20,675 -11.68
2026-04-21 13F Trueblood Wealth Management, LLC 19,023 -0.76 1,799 3.21
2026-04-27 13F Truist Financial Corp 38,034 -10.58 3,597 -7.03
2026-05-01 13F UNIVEST FINANCIAL Corp 27,486 -3.48 2,600 0.35
2026-04-23 13F Financial Guidance Group, Inc. 32,945 -6.61 3,116 -2.93
2026-04-15 13F Merit Financial Group, LLC 8,253 -7.04 781 -3.35
2026-05-14 13F Allworth Financial LP 5,646 -3.19 534 0.57
2026-02-10 13F Blue Barn Wealth, LLC 25,127 -53.21 2,286 -52.00
2026-05-13 13F Freestone Capital Holdings, LLC 3,581 -7.56 339 -3.98
2026-05-11 13F Aptus Capital Advisors, LLC 33,155 -11.41 3,136 -7.90
2026-05-12 13F Providence Financial Advisors, LLC 2,370 -5.50 224 -1.75
2026-05-04 13F N.E.W. Advisory Services LLC 104,203 -2.24 9,855 1.64
2026-05-16 13F Sunbelt Securities, Inc. 291 -20.92 28 -18.18
2026-02-17 13F Redwood Investment Management, Llc 0 -100.00 0
2026-01-15 13F PFG Private Wealth Management, LLC 0 -100.00 0
2026-05-04 13F Rodgers & Associates, LTD 323,904 -2.98 30,635 0.87
2026-05-07 13F MidAtlantic Capital Management, Inc. 11,964 -0.40 1,132 3.57
2026-04-20 13F Ritholtz Wealth Management 66,472 -0.12 6,287 3.85
2026-05-13 13F Bank Of Montreal /can/ 65 -87.69 6 -87.50
2026-04-28 13F Stratos Wealth Advisors, LLC 9,220 -3.43 872 0.46
2026-04-22 13F Clarity Wealth Development LLC 5,971 -8.91 565 -5.37
2026-05-15 13F Cerity Partners LLC 286,054 -1.25 27,055 2.67
2026-05-08 13F Cm Wealth Advisors Llc 23,904 -1.15 2,261 2.77
2026-05-06 13F Aire Advisors, Llc 67,092 -0.20 6,346 3.76
2026-02-03 13F Mma Asset Management Llc 0 -100.00 0
2026-04-14 13F Focus Financial Network, Inc. 21,925 -4.58 2,074 -0.81
2026-04-17 13F Michael S. Ryan, Inc. 53,773 -0.29 5,086 3.67
2026-05-06 13F Bessemer Group Inc 0 -100.00 0
2026-04-23 13F Equita Financial Network, Inc. 4,425 -40.52 418 -38.17
2026-02-17 13F Perritt Capital Management Inc 0 -100.00 0
2026-05-13 13F Brinker Capital Investments, LLC 0 -100.00 0
2026-05-14 13F HighPoint Advisor Group LLC 0 -100.00 0 -100.00
2026-01-20 13F Global Trust Asset Management, LLC 0 -100.00 0
2026-04-15 13F ERTS Wealth Advisors, LLC 61,537 -16.30 5,820 -12.97
2026-05-14 13F Cwm, Llc 99,810 -10.95 9,440 94,300.00
2026-02-11 13F Townsquare Capital Llc 0 -100.00 0 -100.00
2026-04-23 13F Balanced Wealth Group Llc 127,046 -2.48 12,016 3.38
2026-05-15 13F Brown Advisory Inc 8,049 -48.22 761 -46.18
2026-05-13 13F American Financial Advisors, LLC 249,707 -2.32 23,617 1.56
2026-04-30 13F Accredited Investors Inc. 6,699 -5.73 634 -2.01
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100.00 0
2026-05-07 13F Crewe Advisors LLC 32 -33.33 3 -25.00
2026-05-14 13F Klingman & Associates, LLC 281,041 -0.27 26,581 3.69
2026-04-22 13F JNBA Financial Advisors 6,651 -18.81 629 -15.57
2026-04-17 13F Hanson & Doremus Investment Management 115 -83.55 0
2026-04-09 13F Goelzer Investment Management, Inc. 791,132 -10.01 74,825 -6.44
2026-04-22 13F Invera Wealth Advisors, LLC 11,717 -1.40 1,108 2.59
2026-02-12 13F Cloud Capital Management, LLC 0 -100.00 0
2026-05-15 13F Perennial Investment Advisors, LLC 30,390 -4.61 2,875 -0.79
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,820 -1.47 361 2.56
2026-05-04 13F Roberts Glore & Co Inc /il/ 2,789 -2.17 264 1.54
2026-05-06 13F LPL Financial LLC 5,171,149 -8.53 489,087 -4.90
2026-04-28 13F Flagship Harbor Advisors, Llc 9,023 -0.57 853 3.39
2026-05-05 13F Capital Investment Advisory Services, LLC 1,461 -3.18 138 0.73
2026-04-27 13F BIP Wealth, LLC 115,051 -8.94 10,882 -5.32
2026-04-30 13F Diversified Investment Strategies, LLC 7,972 -2.03 754 1.76
2026-04-29 13F Navalign, LLC 0 -100.00 0
2026-04-30 13F Private Trust Co Na 7,686 -9.60 727 -6.08
2026-05-08 13F Prime Capital Investment Advisors, LLC 2,992 -6.12 283 -2.42
2026-02-13 13F Colony Group, LLC 268,749 -1.80 24,448 0.77
2026-05-29 13F Asset Dedication, LLC 111,199 -0.36 10,517 3.60
2026-01-23 13F Halbert Hargrove Global Advisors, Llc 0 -100.00 0
2026-02-04 13F Ground Swell Capital, LLC 0 -100.00 0
2026-04-07 13F Signaturefd, Llc 1 -98.04 0 -100.00
2026-01-29 13F Rockwood Wealth Management, LLC 0 -100.00 0
2026-05-12 13F Moneta Group Investment Advisors Llc 30,960 -4.21 2,928 -0.41
2026-05-05 13F Signet Financial Management, Llc 19,848 -2.80 1,877 1.08
2026-05-13 13F May Barnhard Investments LLC 43,229 -9.46 4,089 -5.87
2026-04-20 13F New Hampshire Trust 46,771 -0.27 4,424 3.68
2026-05-12 13F One Capital Management, LLC 8,545 -2.62 808 1.25
2026-03-19 13F Painted Porch Advisors LLC 0 -100.00 0
2026-05-18 13F Centaurus Financial, Inc. 10,225 -0.27 1
2026-02-10 13F Marshall & Sterling Wealth Advisors Inc. 0 -100.00 0
2026-04-15 13F Motive Wealth Advisors 13,420 -13.42 1,269 -10.00
2026-05-07 13F Facet Wealth, Inc. 34,731 -3.92 3,285 -5.93
2026-05-01 13F BKD Wealth Advisors, LLC 2,335 -2.87 221 0.92
2026-05-13 13F AE Wealth Management LLC 2,333 -10.34 221 -6.78
2026-05-15 13F Larson Financial Group LLC 33,173 -1.95 3,138 1.95
2026-05-15 13F IHT Wealth Management, LLC 59,211 -3.79 5,600 0.04
2026-04-17 13F Krilogy Financial LLC 39,039 -1.59 3,902 1.32
2026-05-15 13F Millennium Management Llc 0 -100.00 0
2026-05-01 13F Concord Wealth Partners 2,425 -15.00 229 -11.58
2026-04-22 13F Evensky & Katz LLC 266,705 -4.23 25 0.00
2026-04-14 13F Northwest Wealth Management, Llc 61,535 -4.01 5,820 -0.21
2026-05-13 13F Cetera Investment Advisers 91,209 -1.18 8,627 2.74
2026-05-15 13F Change Path, LLC 2,214 -4.86 209 -0.95
2026-04-29 13F WealthPLAN Partners, LLC 0 -100.00 0
2026-05-15 13F Susquehanna International Group, Llp 3,314 -87.64 313 -87.16
2026-05-01 13F Diversify Wealth Management, Llc 28,026 -18.42 2,858 -13.26
2026-05-04 13F Savant Capital, LLC 45,232 -22.51 4,278 -19.42
2026-05-11 13F Fairscale Capital, LLC 4,777 -3.81 452 0.00
2026-05-14 13F Rockbridge Investment Management, LCC 94,382 -2.39 8,927 1.48
2026-05-15 13F Charles Schwab Investment Management Inc 14,308 -77.99 1,353 -77.12
2026-01-13 13F Dakota Wealth Management 0 -100.00 0 -100.00
2026-05-18 13F IFS Group,LLC 4,171 -6.46 394 -0.76
2026-04-14 13F XY Planning Network, Inc. 3,204 -0.96 303 3.06
2026-02-13 13F Financial Freedom, LLC 0 -100.00 0
2026-04-20 13F Brandywine Oak Private Wealth Llc 284,817 -1.06 26,938 2.87
2026-04-07 13F CoreCap Advisors, LLC 16,990 -4.16 1,607 -0.37
2026-04-08 13F Lpwm Llc 100,823 -0.12 9,536 3.84
2026-02-10 13F DiMeo Schneider & Associates, L.L.C. 0 -100.00 0
2026-04-07 13F Howard Financial Services, Ltd. 4,486 -12.25 424 -8.82
2026-05-15 13F Strategies Wealth Advisors, LLC 47,453 -3.21 4,488 0.65
2026-05-13 13F McMill Wealth Management 0 -100.00 0
2026-04-15 13F Seacrest Wealth Management, Llc 6,953 -1.14 658 -0.15
2026-05-15 13F Flow Traders U.s. Llc 0 -100.00 0
2026-04-14 13F Wealthcare Advisory Partners LLC 5,611 -4.74 531 -0.93
2026-04-22 13F Princeton Global Asset Management LLC 187 -33.69 18 -32.00
2026-05-11 13F TAGStone Capital, Inc. 43,949 -0.36 4,157 3.59
2026-01-29 13F Comerica Bank 10,154 -1.47 924 1.10
2026-05-08 13F Comprehensive Financial Consultants Institutional, Inc. 5,157 -20.27 488 -17.18
2026-02-17 13F Ancora Advisors, LLC 0 -100.00 0
2026-04-13 13F Mather Group, Llc. 82,626 -1.11 7,815 2.82
2026-04-27 13F Apeiron RIA LLC 4,753 -5.43 450 -8.74
2026-04-23 13F Private Wealth Management Group, LLC 10,876 -4.07 1,029 -0.29
2026-04-23 13F Intrua Financial, LLC 4,346 -5.50 411 -1.67
2026-02-17 13F Scarborough Advisors, LLC 0 -100.00 0
2026-05-01 13F Sovran Advisors, LLC 2,952 -12.22 305 -7.60
2026-05-14 13F Morningstar Investment Management LLC 255,802 -33.80 24,194 69,022.86
2026-05-14 13F Marshall Wace, Llp 0 -100.00 0
2026-04-20 13F Triangle Securities Wealth Management 124,281 -0.43 11,754 3.52
2026-05-15 13F/A Independent Financial Group, Llc 8,190 -1.41 775 2.52
2026-05-12 13F Portside Wealth Group, LLC 6,764 -13.34 640 -9.87
2026-05-05 13F HighTower Advisors, LLC 212,970 -60.74 20,143 -59.19
2026-04-03 13F Waller Financial Planning Group, Inc 26,219 -7.60 2,480 -3.95
2026-04-20 13F TFB Advisors LLC 0 -100.00 0
2026-04-23 13F Summit Wealth Group Llc / Co 19,417 -14.87 1,836 -11.48
2026-05-04 13F Avantax Planning Partners, Inc. 183,763 -2.48 17,380 1.39
2026-04-30 13F Kestra Advisory Services, LLC 34,035 -2.09 3,219 1.80
2026-05-12 13F Jane Street Group, Llc Call 0 -100.00 0 -100.00
2026-05-14 13F Gts Securities Llc 0 -100.00 0
2026-04-20 13F Balance Wealth, LLC 11,070 -55.82 1,047 -54.06
2026-02-11 13F TruNorth Capital Management, LLC 0 -100.00 0 -100.00
2026-05-08 13F Weinberger Asset Management, Inc 5,314 -0.91 503 3.08
2026-05-15 13F Mercer Global Advisors Inc /adv 64,802 -2.54 6,129 1.32
2026-05-15 13F/A EverSource Wealth Advisors, LLC 41 -96.69 4 -97.32
2026-04-15 13F Diligent Investors, LLC 10,419 -2.13 985 1.76
2026-05-08 13F Valeo Financial Advisors, LLC 3,937 -1.48 366 0.83
2026-05-15 13F Bank Of America Corp /de/ 1,044,189 -23.76 98,759 -20.73
2026-05-15 13F Equitable Holdings, Inc. 300,150 -5.38 27,306 -5.37
2026-05-15 13F TCG Advisory Services, LLC 3,733 -21.77 353 -18.66
2026-02-09 13F Royce & Associates Lp 0 -100.00 0
2026-04-28 13F Integrated Advisors Network LLC 2,906 -18.09 275 -14.91
2026-05-07 13F Sage Financial Group Inc 159,064 -0.64 15,044 3.30
2026-02-06 13F Global Retirement Partners, LLC 21,440 -0.63 1,950 1.99
2026-04-22 13F TBH Global Asset Management, LLC 3,029 -4.48 287 -0.69
2026-04-17 13F Ignite Planners, LLC 20,783 -0.94 1,960 -3.64
2026-04-27 13F Meramec Financial Planners, LLC 0 -100.00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 211,783 -47.30 20,109 -47.13
2026-02-04 13F Advisor OS, LLC 0 -100.00 0
2026-05-01 13F Midwest Trust Co 53,793 -0.58 5,088 3.35
2026-05-08 13F Equity Wealth Partners, LLC 3,457 -0.83 327 2.84
2026-04-08 13F KWB Wealth 9,959 -0.09 906 -0.11
2026-05-15 13F Hamilton Capital, LLC 46,515 -8.99 4,399 -5.38
2026-04-08 13F NorthCrest Asset Manangement, LLC 0 -100.00 0
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